Primarius University

PrimariusPennant

Online Classes

Primarius University is an ongoing series of virtual classes that focus on specific features. These sessions are opportunities for both new and existing users to learn about different parts of the system and the various ways they can be utilized within a food bank.

Unless stated otherwise, all classes cover features and functionality within P2.

Class Schedule

System Setups

We will be reviewing all of the main system setups for P2 including access roles, system users, general setup, PWW setup, system element setups and scheduler resources.

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Product Maintenance

Product setup and maintenance

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Donors and Vendors

How to setup and maintain Products, Donors, and Vendors

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Agency Maintenance

How to setup and maintain Agency records

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Receipts and Debit Memos

How to process receipts of product and product returns via debit memos.

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Order Processing

How are Agency orders entered and processed.

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Physical Inventory, Transfers and Transforms

How to set up and process a Physical Inventory. How to enter and process a transfer and how to use the transform screen .

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Cash Receipts and Deposits

How to enter Agency payments and then create deposits.

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Internal Programs

This session will include instruction on retail pickups, mobile pantries, food rescue and food boxes.

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Agency Web Window

This session is intended to train the Trainer who will then train a food banks agencies on how to utilize the Primarius Web Window for P2.

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Reporting

You can now create your own reports in Primarius 2. In this session we will show you how.

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Grants

Grant tracking from creation to completion. Application of grants to product service fees and costs.

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Bar Code (WMS) Processes

Join us as we demonstrate the bar coding processes of the P2 WMS including receiving, physical inventory and guided order selection among others.

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P2 Product Allocations

Allowing you to PUSH product, the P2 Allocations programs can be run using several methods. This session will review those methods and go through the process to get to an agency order.

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